Profinancial, Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 15345
- Registered since
- July 24, 1984
- Website
- www.linkedin.com
Firm profile
FINTRXOverview
Profinancial, Inc. is recorded as an SEC-registered corporate investment adviser with an initial registration date in 1984. Ownership is identified in the dataset as a combination of a domestic entity and individual owners. The firm's classification in the source is listed as "Unclassified." The dataset includes a number of operational flags: Profinancial, Inc. is not identified as a capital allocator, is not flagged as an active ESG investor, does not operate as a multi-state adviser, is not newly formed, is not a pension consultant, and is not noted as a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Aaron Kaplan
Co-ceoCRD 5326130

Kenneth Kitchin
Chief Compliance OfficerCRD 6748676

Benjamin Kaplan
Co-ceoCRD 6993516
Contacts
3 of 4
John Tornatore
Head of Business DevelopmentCRD 4364875

Jarred Beckerman
Principal Financial OfficerCRD 6683745
Katherine Leaton-Hynes
BookkeeperCRD 6798392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 29 Broadway
- Time zone
- ET (UTC-5)
- Office locations
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